Jeanne Connolly, CFP®, CTFA

As Southeast Regional Consultant, Jeanne Connolly provides advisors and clients with awareness and understanding of the trust services offered by Raymond James Trust.

Jeanne joined Raymond James in 2011, sharing 30 years of financial services experience, including private wealth management, investments, insurance, trust and estate planning. She holds the CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Fiduciary Advisor (CTFA) designations and embraces her financial community as a Rotarian, alumna of the Estate Planning Council and Women in Philanthropy. Jeanne studied at the University of South Florida and has trained with Cannon Financial Institute.

Raymond James is not affiliated with the above organizations.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner^™ and CFP^® and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.